In the Workflow routing, a document’s type (for example, Proposal) determines what route levels it progresses through, for example:
• OSP Initial: When the Initiator is not the Principal Investigator, the Office of Sponsored Projects approves first.
• Proposal Persons: The PI s and Co-PI s for each participating department may approve in parallel with each other.
• Unit: One approval request is sent to each participating unit (also may occur in parallel and may include approvals at the Dean, College or Department levels).
• OSP Office: The Office of Sponsored Projects has the final approval on the route prior to disposition actions (such as posting to the General Ledger) or external submissions (such as to Grants.gov).
• Custom: Custom approval routing to individuals or workgroups can be established by each organization based on criteria such as document type, transactional attributes, or unique organizational hierarchies. Special conditions that might trigger additional administrative approval route levels may be required, and this type of routing is very flexible and can be customized to be as simple or complex as needed.